IB_Doktorn

Investerar långsiktigt med särskilt intresse för investmentbolag. Världsklass och OS-kandidat i ödmjukhet.

[IB_Doktorn @IBdoktorn]

@PappaSpar Gott, gott, gott!!

[IB_Doktorn @IBdoktorn]

@Djurvaenn Var är @Hissen_Ner ?

[IB_Doktorn @IBdoktorn]

@ibinvestorX Nooshi - Finansminister - 2026

[IB_Doktorn @IBdoktorn]

@FredrikHjelm4 Go ahead! Klart grabben ska pen-testa!

[Per Håkan Börjesson @Spiltan]

Idag lanserar @Spiltan Fonder en ny fond: Spiltan Europafond Investmentbolag. Att långsiktigt satsa på investmentbolag är ett av mina allra bästa sparråd. Nu är det rätt tid för Europa. Retwitta så lottar jag ut några x av min Buffettbok:

https://t.co/afMmz4JdRd

[IB_Doktorn @IBdoktorn]

Grattis på födelsedagen! @aktiealbin Ser fram emot att ses snart igen, varje gång är en fröjd! 🎂🥳🥂

[IB_Doktorn @IBdoktorn]

@Kavastu Lagt till nu. när kommer första tipsen?

[IB_Doktorn @IBdoktorn]

@Fisk63 @10_ch_10 https://t.co/0trEAGvD0G

[IB_Doktorn @IBdoktorn]

@manadsloner @EkonomiGabriel Tjo, DKK och Euro är ju peggade till varandra, så ingen överraskning att de hänger ihop.

[IB_Doktorn @IBdoktorn]

@Alexand93085679 Amazing!

[IB_Doktorn @IBdoktorn]

@Alexand93085679 I think what would be smart for all of these comparators since we know there is quite the fluctuation between days. Do you agree?

[IB_Doktorn @IBdoktorn]

@Alexand93085679 How is the average player trend calculation done?

[IB_Doktorn @IBdoktorn]

@gothburz Met this guy last night. Tell him my plan. He puts in on Twitter....´

[Peter Girnus 🦅 @gothburz]

Last quarter I rolled out Microsoft Copilot to 4,000 employees.

$30 per seat per month.

$1.4 million annually.

I called it "digital transformation."

The board loved that phrase.

They approved it in eleven minutes.

No one asked what it would actually do.

Including me.

I told everyone it would "10x productivity."

That's not a real number.

But it sounds like one.

HR asked how we'd measure the 10x.

I said we'd "leverage analytics dashboards."

They stopped asking.

Three months later I checked the usage reports.

47 people had opened it.

12 had used it more than once.

One of them was me.

I used it to summarize an email I could have read in 30 seconds.

It took 45 seconds.

Plus the time it took to fix the hallucinations.

But I called it a "pilot success."

Success means the pilot didn't visibly fail.

The CFO asked about ROI.

I showed him a graph.

The graph went up and to the right.

It measured "AI enablement."

I made that metric up.

He nodded approvingly.

We're "AI-enabled" now.

I don't know what that means.

But it's in our investor deck.

A senior developer asked why we didn't use Claude or ChatGPT.

I said we needed "enterprise-grade security."

He asked what that meant.

I said "compliance."

He asked which compliance.

I said "all of them."

He looked skeptical.

I scheduled him for a "career development conversation."

He stopped asking questions.

Microsoft sent a case study team.

They wanted to feature us as a success story.

I told them we "saved 40,000 hours."

I calculated that number by multiplying employees by a number I made up.

They didn't verify it.

They never do.

Now we're on Microsoft's website.

"Global enterprise achieves 40,000 hours of productivity gains with Copilot."

The CEO shared it on LinkedIn.

He got 3,000 likes.

He's never used Copilot.

None of the executives have.

We have an exemption.

"Strategic focus requires minimal digital distraction."

I wrote that policy.

The licenses renew next month.

I'm requesting an expansion.

5,000 more seats.

We haven't used the first 4,000.

But this time we'll "drive adoption."

Adoption means mandatory training.

Training means a 45-minute webinar no one watches.

But completion will be tracked.

Completion is a metric.

Metrics go in dashboards.

Dashboards go in board presentations.

Board presentations get me promoted.

I'll be SVP by Q3.

I still don't know what Copilot does.

But I know what it's for.

It's for showing we're "investing in AI."

Investment means spending.

Spending means commitment.

Commitment means we're serious about the future.

The future is whatever I say it is.

As long as the graph goes up and to the right.

[Magnus Andersson🦎 @Lou_Mannheim]

Jag köpte mina första Verve $VER efter det absurda raset efter starka Q3:an. Även om det påverkar att bolaget är okänt, missförstått (ping: @marketmakerspod 🙂) och ännu inte handlas på finlistan så är dagens värdering runt 30 kr (PE ~9 2025?) galen.
Verve är en global (ffa USA)

[IB_Doktorn @IBdoktorn]

@EC0RREN Så med andra ord: Globalfonder är i princip USA-fonder, men det kan komma att ändras.

🎯Tills vidare är globalfonder i stort sett majoritets-USA-fonder.

[IB_Doktorn @IBdoktorn]

@MrBeast If I win I will treat myself to a burger!

[IB_Doktorn @IBdoktorn]

@ekkalundin Buy high, sell low. Liberalerna edition

[ConsultingHumor @ConsultingHumor]

consultants: “consulting is a lot more than just buzzwords”
also consultants: